INTUITIVE SURGICAL INC · CUSIP 46120E602 · CIK 1729269
As of 2026-06-30, Westwind Capital reported 22.68K ISRG (shares), valued at $9.02M, or 2.14% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 56.90%; reported value decreased 62.82%, and weight changed -3.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.14% | 22,682 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 5.83% | 52,624 | SEC filing ↗Filed Apr 14, 2026 |
| Q4 2025 | 6.32% | 54,650 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 5.17% | 55,377 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 6.04% | 54,391 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 6.69% | 54,237 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 6.16% | 54,057 | SEC filing ↗Filed Jan 7, 2025 |
| Q3 2024 | 6.48% | 54,334 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 6.07% | 32,371 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 5.57% | 55,105 | SEC filing ↗Filed Apr 8, 2024 |
| Q4 2023 | 5.37% | 58,371 | SEC filing ↗Filed Jan 3, 2024 |
| Q3 2023 | 5.21% | 57,972 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.21% | 57,972 | $16.95M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 5.37% | 58,371 | $19.69M | Shares increased 0.69%; reported value increased 16.20%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 3, 2024 |
| Q1 2024 | 5.57% | 55,105 | $21.99M | Shares decreased 5.60%; reported value increased 11.67%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2024 |
| Q2 2024 | 6.07% | 32,371 | $24.53M | Shares decreased 41.26%; reported value increased 11.56%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 6.48% | 54,334 | $26.69M | Shares increased 67.85%; reported value increased 8.80%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 6.16% | 54,057 | $28.22M | Shares decreased 0.51%; reported value increased 5.71%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 7, 2025 |
| Q1 2025 | 6.69% | 54,237 | $26.86M | Shares increased 0.33%; reported value decreased 4.80%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 6.04% | 54,391 | $29.56M | Shares increased 0.28%; reported value increased 10.03%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 5.17% | 55,377 | $24.77M | Shares increased 1.81%; reported value decreased 16.21%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 6.32% | 54,650 | $30.95M | Shares decreased 1.31%; reported value increased 24.98%, and weight changed +1.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 5.83% | 52,624 | $24.26M | Shares decreased 3.71%; reported value decreased 21.62%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2026 | 2.14% | 22,682 | $9.02M | Shares decreased 56.90%; reported value decreased 62.82%, and weight changed -3.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.